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MB FAMILY ADVISORS
Legal name: MB FAMILY ADVISORS, LLC
CRD 166324File 801-77643
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$204.1M
Below cohort median (national)
Discretionary AUM
$55.5M
Non-discretionary $148.6M
Clients
8
8 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 18, 2013
- Principal office
- 757 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-396-4733
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.1M
- Discretionary AUM
- $55.5M
- Non-discretionary AUM
- $148.6M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 7
- Total accounts
- 8
- AUM per client
- $25.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $148.6M |
| Pooled investment vehicles | 1 | $55.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.